+5.1%
DHR vs HPQ
+19.5%
-14.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.2% | -3.8% | -1.7% |
| 7D | -3.9% | +6.9% | -10.8% | -4.1% |
| 30D | +4.0% | +14.4% | -10.4% | +3.4% |
| 3M | +11.5% | +25.6% | -14.1% | +10.7% |
| 6M | +1.9% | +75.0% | -73.2% | -3.1% |
| YTD | -8.9% | +50.7% | -59.6% | -11.4% |
| 1Y | +5.1% | +18.7% | -13.5% | +8.7% |
| All | +5.1% | +19.5% | -14.4% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HPQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling